one of these two companies is the next palantir

2026-06-11 · 5 company · 3 thematic

sentiment

5 bull0 bear0 neu

speakers

Antonio Linares runs a concentrated six-stock portfolio plus micro investments, focusing on 'singularity scalers' — companies with proprietary data moats that compound value via AI scaling laws. He bought Palantir at ~$7, held through 2022-2024 drawdowns, and teaches a course on modern value creation processes. His framework emphasizes betting early on extraordinary companies, holding forever, and learning from concentrated mistakes.

quote

“Hims is really a provider of tokens. Now for both the supply side, in this case Novo Nordisk, and the demand side. So it's just providing the two sides of the marketplace with intelligence in order to maximize outcomes... what Hims is buil…”

—antonio linares

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▶ 4:54 · $HIMS · one of these two companies is the next palantir

episode briefing

Antonio Linares